We are excited to announce our 2025 Annual Seminar, Mission Possible. This year’s seminar is shaping up to be an exciting and informative event that you will not want to miss, so be sure to register and save your spot as it is filling up quickly.
Come listen to our outstanding keynotes and hear from our first-ever advisor panel that will focus on how data has successfully been used to manage their businesses and the challenges they face now.
Facing Our Futures with Keynote Nikolas Badminton
Shift your mindset from “what is” to “what if” with world-renowned futurist speaker Nikolas Badminton. He has spent the past 30 years working with some of the world’s most impactful companies, helping them to enhance their strategic foresight capabilities, identify trends re-shaping their industry, and anticipate unforeseen risks and opportunities. His energetic and inspiring presentations empower audiences to embrace futures thinking and create bold visions that deliver increased revenues and explosive growth.
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Redefining What’s Next: Longevity and the Future of Retirement with Keynote Simon Chan
Advisor Panel
Hear directly from Brian Laundry, Insurance Expert & Mentor, Jeff Wilson, Principal @Sabre Strategic Partners, Tara Downey, Principal @Trū Insurance & Investments and Suzanne Schulz, VP & Estate Planning Specialist @ RBC Wealth Management, on how data has successfully been used to manage their businesses and the challenges they are currently faced with.
A block of rooms has been reserved at One King West for this event at a rate of $309 plus taxes per night and is offered based upon availability between the dates of March 30, 2025 and April 4, 2025. You must call the hotel directly at 1-866-470-5464 or 1-416-548-8100 and request the In-house reservations department. Be sure to reference CLIEDIS as the event to receive the discounted rates.
10:10 BREAK & VENDOR SHOWCASE
12:00 LUNCH & VENDOR SHOWCASE
14:00 BREAK & VENDOR SHOWCASE
Please join the CLIEDIS board of directors for breakfast and visit our Vendor Showcase to see how industry vendors are supporting data exchange.
Shift your mindset from “what is” to “what if” with world-renowned futurist speaker Nikolas Badminton. He has spent the past 30 years working with some of the world’s most impactful companies, helping them to enhance their strategic foresight capabilities, identify trends re-shaping their industry, and anticipate unforeseen risks and opportunities. His energetic and inspiring presentations empower audiences to embrace futures thinking and create bold visions that deliver increased revenues and explosive growth.
Speaker: Nikolas Badminton is a world-renowned futurist speaker and Chief Futurist @futurist.com
At this session, Dennis Craig will discuss changes to our regulatory landscape and the impact of those on how we do business.
Speaker: Dennis Craig, VP Brokerage Distribution – MGA & NA @RBC Life Insurance
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These short 10 minute segments are threaded throughout the day and cover a variety of topics. This is your opportunity to hear directly from CLIEDIS board members. You won’t want to miss these.
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Retirement was built for a shorter life, but today’s 100-year lifespan demands a new approach. This keynote challenges financial leaders to rethink outdated models and embrace longevity as a driver of innovation. Drawing on insights from the Stanford Center on Longevity, industry trends, and real-world examples, it explores how shifting demographics are reshaping work, wealth, and well-being. Attendees will gain a fresh perspective on redefining retirement, future-proofing workforce strategies, and seizing opportunities in the longevity economy. The future is being rewritten—will you adapt or be left behind?
Speaker: Simon Chan is a global thought leader in the longevity movement @Adapt with Intent Inc.
Hear directly from advisors on how data has successfully been used to manage their businesses and the challenges they are currently faced with.
Panelists:
Brian Laundry, Insurance Expert & Mentor
Jeff Wilson, Principal @Sabre Strategic Partners
Tara Downey, Principal @Trū Insurance & Investments Solutions
Suzanne Schultz, Vice President and Estate Planning Specialist @ RBC Wealth Management
CLIEDIS’ leadership team will share their roadmap, discuss next steps, share examples of how future APIs will be implemented from a process perspective, talk candidly about CLIEDIS’ successes and the challenges they are facing now and in the future.
These short 10 minute segments are threaded throughout the day and cover a variety of topics. This is your opportunity to hear directly from CLIEDIS board members. You won’t want to miss these.
Join the CLIEDIS Board and fellow members over a cocktail to network and ask questions you didn’t get to ask during the day.
We invite you to visit our Vendor Showcase. Our vendors are looking forward to showcasing their products and offerings. Our goal is for attendees to see the technology that is available in the marketplace and how data is being utilized in practice.
